Rick Addis

Rick is a graduate of The University of North Carolina at Charlotte.  Rick has over 20 years of benefits experience specializing in qualified retirement plan consulting.  He works with the team as an independent consultant helping clients with plan design, plan operation and employee benefit meetings.

Rick and his wife Beth are natives of North Carolina and have three children.  He is an active member of Sharon Presbyterian Church.  Outside of work he enjoys spending time with his family, outdoor activities and attending UNCC Football and Basketball games.

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Rick Addis

4201 Congress Street Suite 295
Charlotte, NC 28209

Phone: 704-572-1121
Toll Free: 800-532-2829
Fax: 704-554-6037
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Securities products and services offered through Park Avenue Securities, LLC
(PAS), member FINRA, SIPC. OSJ: 4201 Congress St Ste 295 Charlotte, NC 28209 (704) 552--8507
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance
Company of America (Guardian), New York, NY.
Strategis is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Neither Guardian nor its subsidiaries issue Property & Casualty
or Health insurance products or services.
This material is intended for general public use. By providing this material,
Strategis is not undertaking to provide investment advice for any specific individual
or situation, or to otherwise act in a fiduciary capacity. Please contact a financial
professional for guidance and information specific to your individual situation.
2018-62656 (8/2020)